Patrick Chandler

Patrick Chandler Email and Phone Number

CEO at Prospera @ Prospera
Patrick Chandler's Location
Baltimore City County, Maryland, United States, United States
About Patrick Chandler

Patrick Chandler is Chief Executive Officer and founder with a demonstrated history of leadership in the financial services industry. Currently leading Prospera Financial Management Firm with a focus on ethicaland responsible financial solutions. With over 7 years of progressive experience at Morgan Stanley, he served as a Financial Advisor, Wealth Management Internal Fraud Investigator, and ISG Operations Analyst. He possesses a proven track record of developing tailored financial strategies, integrating contemporary financial expertise with strong ethical principles.Prior to his tenure at Morgan Stanley, he held the position of Relationship Manager at Bank of America. During his time there, he successfully built a client referral network and advised clients on a diverse range of financial products, generating significant monthly net revenue.Patrick is committed to driving financial empowerment through integrity, stewardship, and strategic planning. When he is not at Prospera HQ, he is providing coaching and team engagement as a public speaker and leadership consultant.

Patrick Chandler's Current Company Details
Prospera

Prospera

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CEO at Prospera
Patrick Chandler Work Experience Details
  • Prospera
    Chief Executive Officer
    Prospera 2021 - Present
    Columbia, Maryland, United States
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Dec 2018 - 2021
    Hunt Valley, Maryland
  • Morgan Stanley
    Wealth Management Internal Fraud Investigator
    Morgan Stanley May 2018 - Nov 2018
    Baltimore, Maryland Area
  • Morgan Stanley
    Isg Operations Analyst
    Morgan Stanley Jan 2017 - Nov 2018
    Baltimore, Maryland Area
  • Bank Of America
    Relationship Manager
    Bank Of America Jun 2017 - Dec 2017
    Baltimore, Maryland Area
    • Proactively built client referral network to 30 customers by using a defined approach to identify each clients specific needs.• Created monthly net revenue from client sales ranging $5,000 to $40,000 • Advised on several business products ranging from home loans, car loans, home refinance, money market accounts, certificate of deposits, and high worth lock box transactions.
  • University Of Maryland
    Assistant Program Manager
    University Of Maryland Mar 2014 - May 2016
    • Managed room rosters and housing arrangements for over 5000 participants• Assisted in constructing and implementing contractual agreements with over 15 clients • Regularly update, meet, and communicate with clients in order to maintain a level of professional service
  • Law Office Of Kareem R. Vessup
    Legal Assistant
    Law Office Of Kareem R. Vessup Jun 2014 - Aug 2014
    Queens, New York
    • Worked closely in over 25 criminal proceedings throughout the Supreme Court of New York• Prepared vital documentation for both mediation and arbitration hearings • Served as chief scribe for over 40 attorney client meetings

Patrick Chandler Skills

Microsoft Excel Microsoft Office Microsoft Word Powerpoint Customer Service Research Teamwork Photoshop Social Media Public Speaking C++ English Java Html C Windows Matlab Event Planning Autocad Time Management Team Leadership

Patrick Chandler Education Details

Frequently Asked Questions about Patrick Chandler

What company does Patrick Chandler work for?

Patrick Chandler works for Prospera

What is Patrick Chandler's role at the current company?

Patrick Chandler's current role is CEO at Prospera.

What schools did Patrick Chandler attend?

Patrick Chandler attended University Of Maryland.

What skills is Patrick Chandler known for?

Patrick Chandler has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English.

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